Household Debt-to-Income Ratios
Household Debt-to-Income Ratios U.S. households have improved their balance sheets in the past decade. Image: Deutsche Bank
Household Debt-to-Income Ratios U.S. households have improved their balance sheets in the past decade. Image: Deutsche Bank
S&P 500 E-Minis Morgan Stanley remains bearish on the S&P 500. Image: Morgan Stanley Research
S&P 500 Net Margin and NFIB Small Business Survey: Demand vs. Wage Cost Composite (Leading Indicator) Is there a risk of further decline in S&P 500 margins? Image: Morgan Stanley Research
Empire State Manufacturing Index The plunge in the Empire State Manufacturing Index is not good news. Image: The Daily Shot
Equity – MSCI China Index / MSCI All Country World Index Should investors overweight Chinese stocks? Image: Morgan Stanley Wealth Management
FMS Investors – Where Do You Expect the S&P 500 Index to End the Year? FMS investors are not bullish on the S&P 500 this year. Image: BofA Global Fund Manager Survey
Growth Stocks vs. S&P 500 and Fed Funds Target Rate Will growth stocks underperform the S&P 500 in 2023? Image: Alpine Macro
Trade-Weighted Dollar vs. G10 Citigroup Economic Surprise Index Will the U.S. dollar trend weaker in 2023? Image: BCA Research
The Average Trajectory of the 10-Year U.S. Treasury Yield Before and After Recession Start If a U.S. recession occurs in 2023, will the 10-year U.S. Treasury yield rise? Image: J.P. Morgan
Historical U.S. Inflation Episodes Is it the last U.S. inflation peak of this cycle? Image: BofA Research Investment Committee
U.S. ISM Manufacturing PMI vs. Philly Fed Futures Orders (Leading Indicator) Will the ISM Manufacturing PMI fall further, as a recession is looming in the United States? Image: Topdown Charts